Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,285 | $71,878-20.3% | $86,698-33.9% | $68,486-16.4% |
| Participation rate | 28.3% | 72.2%-44.0pp | 76.6%-48.3pp | 67.9%-39.6pp |
| Annual return | -7.29% | 3.53%-10.8pp | 35.95%-43.2pp | -7.85%+0.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,826 | $3,779-51.7% | $4,656-60.8% | $4,028-54.7% |
| Admin fee / account holder | $6,494 | $6,113+6.2% | $7,493-13.3% | $5,404+20.2% |